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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-12-23 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
2201 Washington Ave Ste 1, Conway, AR 72032 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Conway | AR | 02/2018 | 04/2018 |
| Heritage Creek Financial | Conway | AR | 02/2018 | 04/2018 |
| Hewlett Packard Enterprise | Conway | AR | 10/2013 | 10/2017 |
| Unemployed | Conway | AR | 11/2017 | 01/2018 |
| Lpl Financial, Llc | Conway | AR | 05/2018 | 02/2019 |
| Level Four Advisory Services, Llc | Conway | AR | 05/2018 | 02/2019 |
| Veritas Independent Partners | Conway | AR | 03/2016 | Present |
| Cardinal Investment Group | Conway | AR | 03/2016 | Present |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 12/2025 | Present |
1. 5/15/2018 - Ponderosa Properties - Not Investment Related - Home Based & Conway, AR 72034 - Real Estate Rental - LLC Member/Property Manager - Start Date: 5/28/2010 - 10 Hours Per Month/0 Hours During Securities Trading - Time Spent 5%. 2. 1/01/2021 - The Call Forum - Not Investment Related - Home Based & Conway, AR 72034 - Sales Training - LLC Member - 5 Hours Per Month 3. Veritas Independent Partners, LLC, DBA Trutoro - Investment Related - Conway, AR. - Financial Advisor -3/2016 - 60 Hours Per month during trading 10 hours non-trading - Manage Client Accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
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